Running a successful POC
How can you be sure your chosen software will meet your asset management firm's needs? Unless you've tested it, the reality is that you [...]
Another year of work from anywhere
In April of last year, over 2 years since the Coronavirus pandemic began, Deloitte - one of the world's largest accountancy and consulting firms [...]
ESG update – New FCA Greenwashing Rules
On 25th Oct 2022, the FCA published its "Sustainability Disclosure Requirements ("SDR") and investments labels" Consultation Paper (CP 22/20). The aim of the paper [...]
How to ensure digital transformation succeeds with our proven DATA framework
While the success or failure of a digital transformation project typically becomes apparent only at adoption stage, the warning signs appear much earlier in [...]
Ready for takeoff: How to take the effort out of launching new funds
When you're launching a new fund, timing is critical. But despite the meticulous planning that goes into validating the idea, developing the right investment [...]
How is alternative asset management supervision changing in the UK?
If you're a UK-regulated alternative asset management firm, change is afoot. In an August 2022 letter — mercifully, this is addressed Dear CEO, not [...]
Why smart asset managers are partnering with specialist fintechs
To expand data capabilities — and 95% of asset managers think this will be critical to their survival moving forward — working with one [...]
The FCA Consumer Duty – Improving how firms serve their customers
Just over a month ago, the FCA published their final guidance on the upcoming rules that comprise their new Consumer Duty. These rules are [...]
The power of ‘I don’t know’
Our society values correctness. Be that providing answers to difficult questions, or simply the acquisition of knowledge, being right is the pinnacle of intellectual [...]
10 critical points to help turn your sales calls into fully fledged proof-of-concepts
While all are eager to transform sales calls into a fully-fledged proof of concept, it’s important to come to the table with a process [...]